See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,123 | $183,592-83.0% | $155,567-80.0% | $145,959-78.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 16.25% | 61.24%-45.0pp | 64.74%-48.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $5,962 | $5,315+12.2% | $4,674+27.5% | $4,661+27.9% |
| Participant deferral / active EE | $3,917 | $6,464-39.4% | $5,628-30.4% | $6,689-41.4% |
| Admin fee / account holder | $44 | $19,318-99.8% | $15,916-99.7% | $13,398-99.7% |